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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,938 | $102,382-64.9% | $147,005-75.6% | $80,874-55.6% |
| Participation rate | 53.1% | 75.8%-22.7pp | 82.2%-29.0pp | 67.6%-14.5pp |
| Annual return | 13.58% | 134.89%-121.3pp | 418.76%-405.2pp | 35.62%-22.0pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,078 | $6,646-53.7% | $8,070-61.9% | $4,297-28.4% |
| Admin fee / account holder | $8,048 | $7,942+1.3% | $13,006-38.1% | $6,935+16.0% |